Which data can an AI tool use?
An AI tool that you connect to PDT through the MCP connection (such as Claude, Mistral, Grok, or Perplexity) can only use the data you give permission for. This may include your portfolio overview, positions, dividends, transactions, costs, cash bookings, broker information, allocation, and calendar data.
The AI tool does not get access to your PDT password.
Want to remove a connection? Read Revoke the connection. For more on how your data is handled, see Privacy and your data.